Sarah Freitag

As EdTech companies mature, they inevitably look to grow their user bases. When you find yourself at such an inflection point, it’s more critical than ever to refine your research, design, and development processes to ensure you don’t create or compound your UX problems. In this first article in our series on optimizing your UX program to enable smooth growth, we’ll examine what this means for your research process.

As EdTech companies mature, they inevitably look to grow their user bases. When you find yourself at such an inflection point, it’s more critical than ever to refine your research, design, and development processes to ensure you don’t create or compound your UX problems. In this first article in our series on optimizing your UX program to enable smooth growth, we’ll examine what this means for your research process.

Without proper user validation, many EdTech companies risk missing the mark with their products. If your concepts don’t actually resonate with your end users, they easily get lost in the crowded EdTech marketplace. It’s especially risky in light of funding fluctuations and the cessation of pandemic-era funding. You need to ensure that your products and services stand out as must-have solutions to users’ everyday needs. Our 3-step guide to validation will help your EdTech product get the best start possible.

Many EdTech companies make the same common mistakes when structuring their UX research programs, each of which can have significant consequences. But knowing where you’re more likely to make missteps can reduce your chances of making a costly one. By understanding and avoiding these pitfalls, you can ensure your UX research programs are effective and contribute to the overall success of your EdTech products. From focusing solely on user testing to failing to properly validate experiences through product development, these are the five mistakes to watch out for.

If you’re not designing your plan to help you meet your business goals, you’re missing a major opportunity. UX research plans aren’t just for mining feedback about a design or concept. Done well, a robust research plan paves a path toward meeting all your objectives. So how do you empower your UX research team to build a plan that incorporates your business objectives? In this four-step guide, we’ll show you how to set up your UX research team and your business for success.

When you think of inclusivity in EdTech product design, your mind probably jumps to accessible design principles. But truly inclusive design starts long before UX designers put pixels to prototypes. In fact, the seeds of inclusivity are planted in the earliest UX research stages. And it all begins with how you recruit and relate to test users. 

For your EdTech product to be as valuable as possible, it’s important to meet users where they are. But what if you don’t know exactly where that is? How can you develop new products that meet their needs? Or successfully maintain products that continue to do so? UX research exposes areas where users may experience frustration within your product. Many times, though, additional challenges happen adjacent to the use of your product — outside the product itself. However, these obstacles can still impact the use of your product. 

A speedier design process and a better end-product are possible when your UX designers and researchers work in lockstep. And that requires their continuous communication at all points of your product’s development process — especially in user testing. Download this free user testing worksheet that our UX designers and researchers created together in order to: track important user testing dates and links, describe users and research goals, and provide a list of research questions, tasks, and subtasks.

Your UX research reports serve as a guide for your EdTech product team’s decision making. They should also be an important artifact for design and product development in the future, and as such, must be clear, organized, and insightful. Use our free guide to help you tell a compelling — and enduring — research story through your reports.

UX research and market research both assess the value of your EdTech product for its users. These two distinct groups of researchers have pretty different ideas of what “valuable” actually means — and how it’s measured. Your UX research team determines your product is valuable when it meets the needs of students, instructors, and administrators in learning environments. The central question for UX is whether or not your product is helpful in an educational environment and easy to use. Market researchers, on the other hand, ascertain your product is valuable when your product is purchased. The most important questions for market researchers are, “Will this product sell? And to whom?” 

UX research is the cornerstone of your EdTech product — without it, you won’t be tapped into your users’ evolving needs. Knowing your goals is one vital aspect of research — and another is creating fruitful conversations with your research participants. As a product leader, you’ll want to make sure your research is being conducted in a way that provides the least biased and most productive results. If research conversations aren’t adapted and adjusted to get the most out of your participants, insights are being left behind. In order to meet your UX research objectives, your team ought to define suitable interview demeanor and refine strategies with participants.

Surveys are critical tools for UX researchers. In the EdTech space, they can be used to collect standardized feedback about your users’ needs as well as your product’s usability. Yet not all surveys are equally useful. The quality of your surveys, which depends on how they are written and structured, can significantly impact the value of your findings. Unfortunately, the ability to craft clear, effective, and unbiased surveys is a skill not all product teams (or even UX firms) possess.

All products — yours included — are only as good as users believe them to be. Which means any EdTech product’s success hinges on its ability to anticipate and solve users’ most pressing problems, both in and out of the classroom. And it’s safe to say that without UX research, your product’s design is little more than a stab in the dark. Why is it, then, that so many EdTech companies struggle to appropriately leverage UX research in their product development process?  

If you’re like many EdTech companies, you probably don’t have concrete data on how your competitors’ products perform at the task level. But your ability to set the proper usability targets for key tasks within your own product depends on your ability to do so. Establishing task-level baseline metrics is the only way to properly prioritize your UX team’s efforts moving forward. Here’s what you need to know to ensure that you use these metrics to maximize the ROI of your efforts.

There’s no such thing as a one-size-fits-all UX metric. Rather, there are a number of key metrics you can pull from depending on the situation. Your prototype’s fidelity, the scope of what you are testing, your test objectives, and your internal stakeholders’ preferences all play a role in determining which metrics make the most sense at any given time. Here’s what you need to know to select the right metrics for your EdTech product. 

As a product owner, you know that your users’ feedback is the most valuable asset in your arsenal. After all, your EdTech product can only succeed to the extent that it actually meets your users’ needs. And the more deeply you understand your users — their desires, mental models, requirements, and preferences — the more perfectly you can tailor your product to suit their taste. So it’s imperative that you draw out frank, unbiased, and uncensored feedback in every round of user testing.

EdTech companies like yours rely on UX research to make important decisions about your product. Each of your key stakeholders — including your product and executive leadership teams — must clearly understand your research findings and the recommendations that flow from them.  So it’s critical that your research reports are clear and effective. Like the EdTech products you build, research reports are only effective to the extent that they serve their end users. Unfortunately, they are too frequently only formulated with a researcher’s mindset. That is, they are so focused on documenting the individual trees that they fail to also tell a compelling story about the forest.

You probably already know that you can conduct meaningful usability tests with as few as five users. This widely-adopted tenet of UX research and design has endured two decades because it’s both surprising and heartening. After all, it shows that UX research doesn’t have to be expensive and time-consuming. To the contrary, it can be quick, accessible, nimble, and cost-effective. That’s good news. And in general, the guideline holds true. However, it’s important to recognize that the “five users rule” is more rule of thumb than rule of law.

EdTech products must meet the needs of the students, teachers, and administrators they serve, regardless of ability. The goal of inclusivity doesn’t just make sense because it is the right thing to do. Or because it is in keeping with the goals of educators more broadly. It also makes sense because it leads to a better-quality product — for everyone. For all of these reasons, more and more EdTech companies are embracing inclusive design.

When you’re observing users in the wild, one thing’s for sure – there’s a lot going on. To help you capture key insights, observations and ideas on-the-fly, we’ve created this worksheet you can download and print to make sure you don’t miss any important details when you’re in the field.

Qualitative research may be the bread and butter of UX testing, but quantitative UX research methods have an important role to play in the iterative product design process. There are many reasons product teams should consider using quantitative research, from the identification of existing problems to justifying expenditures in order to get buy-in from stakeholders.

User testing is a crucial component of successful product design. Without the insights that on-the-ground testing yields, designers can only guess at how users will actually interact with their products.

A harmonious integration of customer experience (CX) and user experience (UX) is especially important in EdTech, where educational IT managers and instructors have become accustomed to not just strong products, but also to comprehensive, personalized service.

Remember that you’re creating products for two audiences with distinct but overlapping needs. Instructors select the tools for their classrooms, so tech companies often develop products with them in mind. But for every one instructor there may be 600 student users, and if something goes wrong with the app, instructors get 600 emails about the problem.

Sometimes, the best problem-solving comes from shaking off tunnel-vision and stepping out from behind a screen.